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Changing a Joint Tenancy Due to Divorce or Death

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Changes due to divorce. Provide a completed Shareholder Request Form signed by all current registered owners. Each registered owner must have his or her signature guaranteed by a bank, savings and loan association, trust company, credit union, broker/dealer or other eligible guarantor institution.

Separate signature guaranteed forms are acceptable, provided that the instructions noted in each form are consistent.

Divorce decrees are not acceptable to remove a joint tenant with rights of survivorship from a registration.

You may need to complete and sign a new Account Application.

Any outstanding shares in certificate form must be returned to Franklin Templeton Investor Services, LLC, by registered or certified mail.

Changes due to death. Upon the death of a joint tenant, you may remove the name of the deceased from the registration by providing the following:

  1. A completed Shareholder Request Form signed by all surviving joint tenant(s). Each signature must be guaranteed unless the shares are simply being transferred only to the surviving joint tenant(s) and no other changes or transactions are taking place. A signature guarantee may be obtained from a bank, savings and loan association, trust company, credit union, broker/dealer or other eligible guarantor institution. A signature guarantee is not required if the fund shares pass exclusively to the surviving joint tenant(s).
  2. A photocopy of the death certificate.
  3. Any outstanding shares in certificate form must be returned to Franklin Templeton Investor Services, LLC, by registered or certified mail.
  4. An Account Application signed and completed by all surviving joint tenants.
  5. A photocopy of an Inheritance Tax Waiver or Consent to Transfer from the state tax authority may be required if the deceased owner legally resided in the state of Indiana, Ohio, Oklahoma, Puerto Rico, Rhode Island, or Tennessee. If the deceased owner legally resided in any of these states, please call us at (866) 821-7519 for more information.